+46.9%
UNP vs URA
+117.9%
-71.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -5.3% | +1.1% | -6.4% | -5.4% |
| 30D | -1.5% | +7.4% | -8.9% | -1.8% |
| 3M | +10.3% | -8.4% | +18.6% | +10.6% |
| 6M | +9.7% | -12.7% | +22.4% | +10.0% |
| YTD | +27.1% | +7.8% | +19.3% | +25.5% |
| 1Y | +32.6% | +19.5% | +13.1% | +29.1% |
| All | +46.9% | +117.9% | -71.0% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling